--- title: "Planview Portfolios Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Planview Portfolios Software - reviews, pricing plans, popular comparisons to other Project Portfolio Management products and more." source_url: "https://www.capterra.com/p/239639/Planview-Enterprise/" page_type: "product" language: "en" publication_date: "2026-10-21" --- # Planview Portfolios Software Review 2026: Features, Integrations, Pros & Cons Last updated on October 21, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Planview Portfolios ## What is Planview Portfolios? Planview Portfolios is a strategic portfolio management (SPM) solution helping PMO leaders and portfolio managers connect strategy to work delivery across programs, resources, and investments. Built for large organizations managing complex portfolios across business units and delivery methods. Demand and investment tools let teams collect requests, score them against business objectives, and model prioritization before resources commit. Scenario planning and what-if analysis let managers compare staffing, timing, and funding as priorities shift. Portfolios delivers waterfall planning natively and governs agile and collaborative work in connected tools. Financial tracking covers budgeting, forecasting, cost actuals, and agile costing. Built-in AI, through Planview Anvi, supports natural language querying, AI-generated insights, and sentiment analysis on status updates. Portfolios connects to SAP, ServiceNow, Workday, Jira, and Azure DevOps, with a library of out-of-the-box reports. ## What is Planview Portfolios used for? [Project Portfolio Management](https://www.capterra.com/project-portfolio-management-software/)[Product Management](https://www.capterra.com/product-management-software/)[Resource Management](https://www.capterra.com/resource-management-software/) Top alternative Featured Overall rating Based on 19 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Planview Portfolios?[Manage this product listing](https://www.g2.com/products/planview-portfolios/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Planview Portfolios 4.1 (19) VS. [4.7 (566)](https://www.capterra.com/p/144020/Aha/reviews/) Starting Price Contact vendor Starting Price $59 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.8 (19) Ease Of Use 4.4 (14,820) Value For Money 3.9 (14) Value For Money 4.6 (10,130) Customer Service 4.2 (11) Customer Service 4.8 (9,866) ## Planview Portfolios alternatives [4.4 (3,046)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [4.6 (6,134)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.6 (2,251)](https://www.capterra.com/p/146652/Airtable/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.5 (3,579)](https://www.capterra.com/p/79104/Smartsheet/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/239639/Planview-Enterprise/alternatives/) ## FAQs about Planview Portfolios Overview ### Which roles and teams benefit most from Planview Portfolios? Planview Portfolios is most used by project and program managers, PMO teams, and project coordinators who oversee portfolios, schedules, resources, and delivery risks. IT leaders, engineers, business analysts, and technical leads use it to prioritize initiatives, track dependencies, and align technology work with business goals. Executives monitor portfolio progress and investment decisions. Answer based on 19 reviews Overview ### What company size and specific industries is Planview Portfolios built for? Planview Portfolios is designed for large enterprises with complex, cross-functional portfolios spanning multiple business units that need strategy-to-execution alignment. It is built for organizations managing broad portfolio planning and execution rather than small or mid-sized companies with simpler project structures. Features and Usability ### What are the key features of Planview Portfolios? Planview Portfolios offers portfolio management, project planning, and resource management, along with budgeting/forecasting and project accounting for financial oversight. It also includes scenario planning and "What If" Scenarios, Gantt/Timeline View, roadmapping, KPI monitoring, real-time analytics, reporting, and workflow management for strategic tracking and execution. Integrations ### Which third-party tools and platforms does Planview Portfolios integrate with? Planview Portfolios integrates with Asana, Azure DevOps Server, Dynamics 365, GitHub, GitLab, Jira, Planview ProjectPlace, Polarion ALM, ServiceNow IT Service Management, SofTrack, Trello, Zendesk Suite, and codebeamer. It connects project, development, IT service, and customer support platforms for portfolio tracking across teams. Getting Started and Support ### What training and onboarding options does Planview Portfolios offer? Planview Portfolios provides in person training, webinars, and documentation to help teams get started. In person training supports guided instruction, webinars offer live online learning sessions, and documentation gives written material for self-paced reference and feature lookup. Getting Started and Support ### What customer support options does Planview Portfolios offer? Planview Portfolios provides email/help desk, a knowledge base, phone support, 24/7 live rep, and chat. Support access covers multiple channels for routine questions and urgent issues. Without reviewer feedback on support experiences, no reliable claims can be made about response times, helpfulness, or common frustrations. ## Features AI summary Based on 1,171 Project Portfolio Management reviews Capterra data shows that buyers of Project Portfolio Management software rank the following features as their top priorities: - **Progress Tracking** (**76%** of reviewers rated this feature as critical) - **API** (**89%**) - **Workflow Management** (**80%**) Planview Portfolios supports all three of the features reviewers rate most highly: **Progress Tracking**, **API**, and **Workflow Management**. Together, these capabilities give teams better visibility into project status, connect portfolio data with other business systems, and manage work through consistent processes, helping businesses make informed decisions, keep initiatives on track, and improve coordination across projects. Progress Tracking 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Reporting on how each user, task or process has advanced since its initiation Workflow Management 4.5 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Collaboration Tools 4.8 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Provides a channel for team members to share AI models, media files, communicate, and work together Portfolio Management 4.0 (6) 100.00% of 6 reviewers that rated this feature as important or highly important Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Task Management 4.5 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Document Management 4.4 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Planview Portfolios 67 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad hoc Reporting: Generate one-off reports that meet information requirements - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Budgeting/Forecasting: Create budgets based on historical data and future projections - Capacity Management: Monitor service demand and performance to plan for adequate resources that meet business needs - Change Management: Track and monitor efficient handling of all changes/transitions - Change Planning: Planning training and tasks to facilitate the transition to new technology, process, or workflow. - Change Tracking: Track changes in laws and regulations and compare previous legislation to current legislation - Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Configurable Workflow: Configure existing workflows to meet your organization's needs - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Document Management: Store, manage, and track all electronic documents in a centralized location - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Forecasting: Form predictions based on past and present data/trends - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Idea Management: Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects - Ideation: The creation, development, and sharing of potentially innovative new ideas - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - KPI Monitoring: Tracking the status of previously identified performance measurements - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Multi-Language: Manage and support multiple languages - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Prioritization: Arrange tasks based on the level of priority or urgency - Progress Reports: Document and report the progress of ongoing projects - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Accounting: Manage and track financials on a project-to-project basis - Project Planning: Organize and schedule projects - Projections: Estimate or forecast of a future scenario based on the study of present trends - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Release Management: Planning, scheduling, and overseeing the release of software or system changes into a live or production environment - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects - Roadmapping: Identifying desired outcomes and important milestones and creating a plan on how to achieve them - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Scorecards: Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions - Single Sign On: Allow users to access multiple services after entering their login credentials once - Status Tracking: Track the status over time for a request, process, asset, or transaction - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Team Management: Organizing a group of people to accomplish a task - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Visualization: Graphical representation of data or processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.1 (19) 4.1 Based on 19 reviews ## Pricing Value for money 3.9 (14) ### Starting price Free trial not available Value for money 3.9 (14) 3.9 Based on 14 reviews ## Integrations [ Trello](https://www.capterra.com/p/211559/Trello/)[ Jira](https://www.capterra.com/p/19319/JIRA/)[ Asana](https://www.capterra.com/p/184581/Asana-PM/)[ GitHub](https://www.capterra.com/p/129067/GitHub/)[ Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[ Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)[ GitLab](https://www.capterra.com/p/159806/GitLab/)[ Azure DevOps Server](https://www.capterra.com/p/177262/Team-Foundation-Server/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.2 (11) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.2 (11) 4.2 Based on 11 reviews ## User reviews Overall rating 4.1 Based on 19 reviews Filter by rating Counts reflect reviews available in this feed. 5(7) 4(6) 3(6) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful Verified Reviewer IT Program Manager Used the software for: 3-5 years ### "Planview - A tool for resource database and financial management " 4.0 January 14, 2019 Overall, its a solid tool to take good load of enterprise level needs. Pros \> Enterprise tool > Great for looking at various financial views at different levels from enterprise to program to project > Time-sheet tool for time tracking by resources > Help with milestones tracking Cons Not so good to have schedule and cost tracked as package. Also, not sure - how suitable this is for SAFe methodologies. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Sales Executive Used the software for: 3-5 years ### "Planview Portfolios Review " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 21, 2025 Plainview Portfolios is a better way to manage your business and take profitability given the analytics and reporting aspect. Pros The prioritization is the most feature on this program cause it helps to prioritize tasks, save time and risks. Cons The analytics and reporting is a helpful tool exist on this program to make new strategic goals to improve the business's profitability. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Stefano C. Pmo Used the software for: 1-3 years ### "A good ppm platform " 3.0 Overall Rating 3.0 3.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 2.0 2.0 Likelihood to Recommend 7/10 March 26, 2025 Planview is a good platform for manage project but need some evolution Pros The user experience on the platform, very easy to use Cons The possibility to customize the platform Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Owner Used the software for: I used a free trial ### "Plainview survey" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 28, 2025 I love how the site is setup and easy to use and understand everything Pros Easy to setup and easy to use very much understandable to use Cons There are a few things that was not helpful in what a person in need Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Verified Reviewer Applications Engineer Used the software for: Less than 1 year ### "Easy to use Project management portal " 4.0 October 10, 2018 Project management and revenue tracking Pros Ease of use and detailed visibility to new projects and initiatives with timelines and a way to track revenue and growth. Cons Although the portal is easy to use, the user interface may be a little difficult to navigate for beginners. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer CEO Used the software for: Less than 1 year ### "A good program, but complex" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 4/10 April 26, 2021 It is an average software that does not make it very user friendly. It has many resources within, but the cons outweigh the pros often. I would not be disappointed if we changed out software. Pros I would compare it to a microsoft project software. It is easy to manage multiple things at the same time and has many useful reports to run. Cons It has a big learning curve and it difficult to learn on the fly. It does crash and glitch frequently and there is no way to undo a mistake with a clock of a button Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RE Reviewer Sr BA Used the software for: 1-3 years ### "Can be much better" 3.0 March 26, 2024 Focus needs to be on ease of use. User adoption is not good Pros Has lots of features including capacity planning Cons Capacity can be updated by individual users but it is not easy to use which creates lot of resistance from users to regularly update it. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer QA Director - FIS Mobile Used the software for: 1-3 years ### "Planview Project Portfolio not so user friendly" 3.0 September 10, 2018 Pros Better than some other management systems but just as cumbersome as most. If you are using this then there is a business need to track project spends and allocation so useful for that. Cons The interface is not super friendly and with an enterprise of hundreds of projects finding allocated projects and line items to show expenditures and add time tracking to them is a pain. Setting up recurring weekly timesheets also not very persistent for users, Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VR Verified Reviewer Technical Lead Used the software for: Less than 1 year ### "Good Tool For Project Management" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 March 8, 2019 It has different user roles which are similar to real life and has similar access. Application UI is good and easy to use Pros Planview Enterprise One is a project management tool good for managing work, time and resources. Cons It could be bit different to setup initial. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Verified Reviewer Software Engineer Used the software for: 1-3 years ### "Good time tracking software for companies with many projects." 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 November 16, 2017 Pros Each week it presents you with your most commonly added project/tasks that you can auto add to your time sheet for the week. Cons The navigation/search functionality often doesn't work well when your company has a very large amount of projects. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/239639/Planview-Enterprise/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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